Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$6K
- Other$6K
Sponsor portfolio
MORTENSEN WOODWORK INC
EIN 58-1813682constructionLatest filing 2025
Plans
2
Retirement
1
$8.7M assets
Welfare
1
$6K premiums
Participants
266
4920 BAKER ST. - UNION CITY, GA 30291770-969-1475mortensenwoodwork.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6K premiums / 117 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- EDGEWOOD PARTNERS INSURANCE CENTER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MORTENSEN WOODWORK, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$8.7M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MORTENSEN WOODWORK INC WELFARE BENEFIT PLAN
Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$6K
Covered lives117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MORTENSEN WOODWORK, INC. 401(K) PROFIT SHARING PLAN | 401k | $8.7M | 149 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MORTENSEN WOODWORK INC WELFARE BENEFIT PLAN | Mixed | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $6K | 117 | 2025 |
Retirement plans
Welfare plans